We can help you.
How will your business be impacted if your most valuable employee dies or becomes disabled?
Do you have a buy/sell agreement?
Can your family survive without the income provided by your business?
Does your Estate Plan include your business?
Your employees need your help
The average American has only saved
$5,500 for retirement
45% of Americans
have never saved a penny. Nothing. Nada.
75% of Small Businesses
don’t offer any type of savings benefit.
Nearly 50% of People
report being anxious about their financial situation. More than double the amount prior to COVID-19.
41% of Workers
are not confident they will have enough for medical expenses during retirement.
67% of Americans
agree that the pandemic has been a wake-up call to reevaluate their long-term goals.
Sources based on the data shared by Rex Nutting-Market Watch (2016), Surveys conducted by OnePoll for LifeHappens.org (2020), plansponsor.com article retirement concerns remain (2019).